Roth Financial Group, Merritt Island, Florida

Newsletters

Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.
New Auto Loan Interest Deduction Explained

The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
Medicare Open Enrollment: A Time for Choices

Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.
Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Savings Goals

How much do you need to save each year to meet your long-term financial goals?